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Name Holding Trade Value Shares
Change
Change in
Stake
KPW
651
Kore Private Wealth
New York
$255K -$101K -607 -29%
JWM
652
Jeppson Wealth Management
California
$255K +$9.77K +59 +4%
HFP
653
Holistic Financial Partners
Indiana
$253K +$247K +1,489 New
KFS
654
Kaizen Financial Strategies
California
$252K -$2.48K -15 -1%
CA
655
Cornerstone Advisory
Maryland
$251K – – –
AA
656
Ancora Advisors
Ohio
$251K +$78.8K +476 +48%
AAM
657
Advisors Asset Management
Colorado
$249K -$61.4K -371 -20%
CCA
658
Column Capital Advisors
Indiana
$248K +$9.44K +57 +4%
GT
659
Glenmede Trust
Pennsylvania
$247K -$8.11K -49 -3%
CS
660
Comerica Securities
Michigan
$246K -$32.8K -198 -12%
RTS
661
Round Table Services
New Jersey
$246K – – –
TFS
662
TrustCore Financial Services
Tennessee
$244K +$123K +741 +107%
GC
663
GFG Capital
Florida
$240K +$234K +1,411 New
Tudor Investment Corp
664
Tudor Investment Corp
Connecticut
$238K -$99.2K -599 -30%
MTIM
665
Marathon Trading Investment Management
Pennsylvania
$238K +$232K +1,400 New
FP
666
Financial Perspectives
Minnesota
$237K +$28.1K +170 +14%
SWP
667
Stratos Wealth Partners
Ohio
$237K -$111K -669 -32%
VWA
668
Visionary Wealth Advisors
Illinois
$234K +$227K +1,374 New
CWM
669
Congress Wealth Management
Massachusetts
$233K +$227K +1,370 New
PCA
670
Peddock Capital Advisors
Massachusetts
$233K +$227K +1,372 New
MGP
671
Metis Global Partners
California
$228K +$222K +1,343 New
GIA
672
Gladstone Institutional Advisory
Florida
$228K +$223K +1,344 New
EWM
673
Evercore Wealth Management
New York
$227K +$221K +1,337 New
AWM
674
Avitas Wealth Management
California
$225K -$55.3K -334 -20%
CCIA
675
Cherry Creek Investment Advisors
Colorado
$225K +$219K +1,322 New